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Swiss Markets: Strategic Insights and Actionable Investments
Part II
Jan 22
•
Dam
1
The Art of Valuation: Episode I
Unveiling the Intrinsic Worth of AAPL
Dec 20, 2024
•
Dam
Braskem: Unlocking Value in a Petrochemical Powerhouse
A Compelling Turnaround Story (ref BAK $4.14)
Dec 17, 2024
•
Dam
2
Sable Offshore: A World-Class Asset with Proven Leadership
SOC (ref 20.66)
Dec 12, 2024
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Dam
4
Valeura Energy (100% Upside)
VLE CN (ref price 5.19)
Nov 27, 2024
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Dam
3
Calumet Inc (CLMT)
I will start with the 90 second pitch à la Bill Miller, the whole analysis can be found afterwards.
Nov 25, 2024
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Dam
3
Vistry Group
First the 90 seconds pitch à la Bill Miller followed by the long pitch.
Nov 12, 2024
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Dam
2
1
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